Data sourced from ASIC Financial Advisers Register
Financial Adviser · MOONEE PONDS, VIC

Angelo Panella

36 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000251288

Angelo Panella is a financial adviser based in Moonee Ponds, Victoria, with 36 years of experience in the financial services industry. Angelo is currently authorised under Akumin Financial Planning Pty Limited. Angelo holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Angelo holds a Diploma of Financial Planning from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2000
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)

Registration History

Akumin Financial Planning Pty Limited
Jan 2004 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register